8/15/2025 | Orion Porfolio Solutions LLC | 201,008 | $5.97M | 0.0% | +552.2% | 0.209% | |
8/15/2025 | MML Investors Services LLC | 79,459 | $2.13M | 0.0% | +15.3% | 0.083% | |
8/15/2025 | Great Valley Advisor Group Inc. | 18,997 | $509K | 0.0% | N/A | 0.020% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 145,113 | $3.89M | 3.1% | +55.3% | 0.151% | |
8/15/2025 | Bank of America Corp DE | 12,708 | $341K | 0.0% | N/A | 0.013% | |
8/14/2025 | Jane Street Group LLC | 372,126 | $9.98M | 0.0% | -22.3% | 0.387% | |
8/14/2025 | Raymond James Financial Inc. | 8,666 | $232K | 0.0% | -76.5% | 0.009% | |
8/14/2025 | Betterment LLC | 112,861 | $3.03M | 0.0% | +23.1% | 0.117% | |
8/14/2025 | Diversify Wealth Management LLC | 15,689 | $419K | 0.0% | +47.4% | 0.016% | |
8/14/2025 | NewEdge Advisors LLC | 107,409 | $2.88M | 0.0% | -6.5% | 0.112% | |
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8/14/2025 | Acorn Wealth Advisors LLC | 11,154 | $299K | 0.1% | +9.2% | 0.012% | |
8/13/2025 | GeoWealth Management LLC | 207,992 | $5.58M | 0.2% | -1.7% | 0.216% | |
8/13/2025 | Parkworth Wealth Management Inc. | 31,135 | $835K | 0.6% | +8.3% | 0.032% | |
8/13/2025 | EverSource Wealth Advisors LLC | 190,522 | $5.11M | 0.2% | -2.9% | 0.198% | |
8/13/2025 | Beacon Pointe Advisors LLC | 39,113 | $1.05M | 0.0% | -30.9% | 0.041% | |
8/12/2025 | Burk Holdings LLC | 188,519 | $5.06M | 3.2% | N/A | 0.196% | |
8/12/2025 | Hill Investment Group Partners LLC | 89,663 | $2.41M | 0.3% | +50.1% | 0.093% | |
8/12/2025 | Vawter Financial Ltd. | 13,685 | $367K | 4.1% | -91.7% | 0.014% | |
8/12/2025 | Forum Private Client Group LLC | 156,087 | $4.19M | 1.6% | +8.9% | 0.162% | |
8/12/2025 | Cooper Haims Advisors LLC | 127,560 | $3.42M | 1.7% | +3.3% | 0.133% | |
8/12/2025 | JPMorgan Chase & Co. | 136,686 | $3.67M | 0.0% | +0.7% | 0.142% | |
8/12/2025 | BWM Planning LLC | 35,119 | $942K | 0.3% | +29.7% | 0.037% | |
8/12/2025 | Accordant Advisory Group Inc | 107,952 | $2.90M | 2.2% | N/A | 0.112% | |
8/11/2025 | Copperleaf Capital LLC | 10,768 | $289K | 0.1% | +10.3% | 0.011% | |
8/11/2025 | Wealthspire Advisors LLC | 2,463,983 | $66.11M | 0.4% | +0.7% | 2.575% | |
8/11/2025 | Wescott Financial Advisory Group LLC | 957,645 | $25.69M | 2.5% | -0.9% | 1.001% | |
8/11/2025 | Mosaic Family Wealth Partners LLC | 135,241 | $3.63M | 0.5% | -10.9% | 0.141% | |
8/11/2025 | Foundation Wealth Management LLC PA | 34,284 | $920K | 0.4% | -6.9% | 0.036% | |
8/8/2025 | KM Capital Management Ltd. | 39,683 | $1.07M | 0.5% | +33.5% | 0.041% | |
8/8/2025 | Keyvantage Wealth LLC | 35,377 | $949K | 0.4% | +2.0% | 0.037% | |
8/8/2025 | Creative Planning | 53,264 | $1.43M | 0.0% | +2.7% | 0.056% | |
8/8/2025 | W.H. Cornerstone Investments Inc. | 48,969 | $1.31M | 0.8% | +5.8% | 0.051% | |
8/8/2025 | SageOak Financial LLC | 58,349 | $1.57M | 1.3% | +7.9% | 0.061% | |
8/7/2025 | Nwam LLC | 14,858 | $399K | 0.0% | +72.9% | 0.016% | |
8/7/2025 | Timonier Family Office LTD. | 56,157 | $1.51M | 0.6% | -3.7% | 0.059% | |
8/7/2025 | Allworth Financial LP | 13,951 | $374K | 0.0% | -12.4% | 0.015% | |
8/6/2025 | AE Wealth Management LLC | 2,182 | $59K | 0.0% | +3,867.3% | 0.002% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 500,756 | $13.44M | 0.2% | +126.0% | 0.523% | |
8/6/2025 | Longview Financial Advisors LLC | 89,682 | $2.41M | 1.5% | +1.8% | 0.094% | |
8/6/2025 | Savant Capital LLC | 6,697,999 | $179.71M | 1.1% | +22.3% | 6.999% | |
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8/6/2025 | Geometric Wealth Advisors | 367,664 | $9.86M | 1.5% | +6.5% | 0.384% | |
8/5/2025 | Clarity Wealth Development LLC | 139,106 | $3.73M | 3.7% | +1.7% | 0.145% | |
8/5/2025 | WorthPointe LLC | 9,749 | $262K | 0.1% | -54.4% | 0.010% | |
8/5/2025 | Hutchens & Kramer Investment Management Group LLC | 25,714 | $694K | 0.3% | -2.6% | 0.027% | |
8/5/2025 | Avant Financial Advisors LLC | 78,161 | $2.10M | 1.7% | +8.6% | 0.082% | |
8/4/2025 | Syverson Strege & Co | 499,272 | $13.40M | 3.2% | +0.9% | 0.522% | |
8/4/2025 | Integrity Alliance LLC. | 119,295 | $3.20M | 0.2% | +0.7% | 0.125% | |
8/4/2025 | IFG Advisory LLC | 25,926 | $696K | 0.0% | +16.8% | 0.027% | |
8/4/2025 | Hutchinson Capital Management CA | 19,344 | $519K | 0.1% | +26.7% | 0.020% | |
8/4/2025 | Savvy Advisors Inc. | 42,486 | $1.14M | 0.1% | +214.6% | 0.044% | |
8/4/2025 | Live Oak Private Wealth LLC | 8,507 | $228K | 0.0% | N/A | 0.009% | |
8/4/2025 | Assetmark Inc. | 13,650 | $366K | 0.0% | -12.1% | 0.014% | |
8/4/2025 | Spire Wealth Management | 129,223 | $3.47M | 0.1% | +0.4% | 0.135% | |
8/4/2025 | McMill Wealth Management | 175,189 | $4.67M | 1.5% | +3.2% | 0.183% | |
8/1/2025 | JDH Wealth Management LLC | 144,375 | $3.87M | 3.0% | +4.4% | 0.151% | |
8/1/2025 | Austin Private Wealth LLC | 16,033 | $430K | 0.0% | +31.9% | 0.017% | |
8/1/2025 | Equita Financial Network Inc. | 30,146 | $809K | 0.3% | +14.3% | 0.032% | |
8/1/2025 | Red Lighthouse Investment Management LLC | 4,830 | $130K | 0.0% | +103.5% | 0.005% | |
8/1/2025 | Envestnet Asset Management Inc. | 222,765 | $5.98M | 0.0% | +4.8% | 0.233% | |
7/31/2025 | Brighton Jones LLC | 2,219,008 | $59.54M | 1.6% | +5.2% | 2.319% | |
7/31/2025 | Core Wealth Management Inc. | 22,191 | $595K | 0.2% | +11.0% | 0.023% | |
7/31/2025 | Aspen Capital Management LLC | 473,614 | $12.71M | 3.6% | +6.7% | 0.495% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 1,152,913 | $30.93M | 0.4% | -1.4% | 1.205% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 8,997 | $241K | 0.1% | +8.6% | 0.009% | |
7/31/2025 | LJI Wealth Management LLC | 26,408 | $709K | 0.1% | +2.3% | 0.028% | |
7/31/2025 | AlTi Global Inc. | 179,651 | $4.82M | 0.1% | N/A | 0.188% | |
7/31/2025 | Planning Center Inc. | 522,403 | $14.02M | 1.5% | +2.6% | 0.546% | |
7/30/2025 | Forum Financial Management LP | 14,517,559 | $389.51M | 5.9% | +2.0% | 15.170% | |
7/30/2025 | D.A. Davidson & CO. | 74,557 | $2M | 0.0% | +3.9% | 0.078% | |
7/30/2025 | Jackson Thornton Wealth Management LLC | 19,415 | $520K | 0.1% | +3.7% | 0.020% | |
7/29/2025 | Grunden Financial Advisory Inc. | 10,431 | $280K | 0.1% | +10.8% | 0.011% | |
7/29/2025 | Wealthstream Advisors Inc. | 19,446 | $522K | 0.1% | -16.0% | 0.020% | |
7/29/2025 | Private Wealth Management Group LLC | 511,173 | $13.72M | 4.6% | +2.7% | 0.534% | |
7/29/2025 | Master S Wealth Management Inc. | 271,915 | $7.30M | 3.4% | +5.6% | 0.284% | |
7/28/2025 | Verisail Partners LLC | 783,538 | $21.02M | 8.9% | +1.6% | 0.819% | |
7/28/2025 | Morris Financial Concepts Inc. | 55,836 | $1.50M | 0.6% | +12.0% | 0.058% | |
7/28/2025 | Sterling Financial Planning Inc. | 202,568 | $5.44M | 1.8% | +8.3% | 0.212% | |
7/28/2025 | Delap Wealth Advisory LLC | 19,745 | $530K | 0.3% | +3.1% | 0.021% | |
7/28/2025 | RFG Advisory LLC | 276,388 | $7.42M | 0.2% | -2.7% | 0.289% | |
7/25/2025 | Wealth Architects LLC | 221,720 | $5.95M | 0.6% | +9.8% | 0.232% | |
7/25/2025 | Ruedi Wealth Management Inc. | 133,536 | $3.58M | 1.1% | +5.9% | 0.140% | |
7/25/2025 | Index Fund Advisors Inc. | 778,024 | $20.87M | 1.2% | +8.9% | 0.813% | |
7/25/2025 | McNamara Financial Services Inc. | 48,706 | $1.31M | 0.3% | -4.8% | 0.051% | |
7/25/2025 | LRI Investments LLC | 141,374 | $3.79M | 0.3% | -3.9% | 0.148% | |
7/25/2025 | Hemington Wealth Management | 174,938 | $4.69M | 0.7% | +15.0% | 0.183% | |
7/24/2025 | VanderPol Investments L.L.C. | 9,891 | $265K | 0.6% | +4.9% | 0.010% | |
7/24/2025 | Blue Trust Inc. | 37,015 | $993K | 0.0% | +5.2% | 0.039% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 18,499 | $496K | 0.0% | +3.0% | 0.019% | |
7/24/2025 | Vantage Point Financial LLC | 39,548 | $1.06M | 0.5% | +5.8% | 0.041% | |
7/24/2025 | Wealth Advisors Northwest LLC | 66,134 | $1.77M | 0.9% | +35.1% | 0.069% | |
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7/23/2025 | Quarry Hill Advisors LLC | 36,978 | $992K | 0.6% | +7.0% | 0.039% | |
7/23/2025 | Abel Hall LLC | 44,935 | $1.21M | 0.6% | -2.9% | 0.047% | |
7/23/2025 | REAP Financial Group LLC | 224,548 | $6.03M | 1.4% | -0.8% | 0.235% | |
7/23/2025 | Wealth Management Nebraska | 420,127 | $11.21M | 1.6% | +7.6% | 0.439% | |
7/22/2025 | AWM Capital LLC | 256,262 | $6.88M | 0.7% | +93.8% | 0.268% | |
7/22/2025 | Simplicity Wealth LLC | 20,990 | $563K | 0.0% | -21.2% | 0.022% | |
7/22/2025 | Sutton Place Investors LLC | 27,044 | $726K | 0.4% | +17.0% | 0.028% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 68,537 | $1.84M | 0.0% | +2.1% | 0.072% | |
7/22/2025 | Firethorn Wealth Partners LLC | 24,648 | $661K | 0.3% | +3.8% | 0.026% | |
7/22/2025 | Bay Harbor Wealth Management LLC | 28,336 | $760K | 0.2% | +5.4% | 0.030% | |